Opportunity brief
Chance to Get Live Projects!!
Caplexus Capital proudly launches its Live Projects, crafted exclusively for students aspiring to build strong careers in Investment Banking, Equity Research, Financial Modeling, and Quantitative Finance.
This project blends hands-on project exposure with structured mentorship from industry experts, enabling participants to apply advanced valuation techniques and quantitative methods to real-world financial challenges.
Briefing Session:
- Duration: 1-Hour Free Live Briefing Session by an Industry Mentor
- Date & Time of Project Briefing & Onboarding Session: Friday, 6th Nov, 5:00 PM
- Agenda: To explain project structure, deliverables & placement outcomes
- Registration Deadline: 6th Nov, 3:00 PM
- Fee: Free for the briefing session
- Project Start Date: 9th Nov'26
- Registration Fee: Nil for project briefing session
Live Project Roles:
- Equity Research & Valuation Analyst
- Portfolio Manager - Quantitative Finance Analyst (with Python-based modeling)
- Market Research & Analytics (GenAI-Based)
Delivery Structure: Two-Phase Live Project
This Live Project is designed to provide a deep finance-oriented corporate learning experience in two distinct phases:
Phase 1: Corporate Mentorship & Skill Foundation
- Live workshops with senior corporate mentors to build foundational and advanced skills
- Hands-on training on industry frameworks, tools, and techniques used by top investment banks, consulting firms, and asset managers
- Domain-focused learning sessions on:
- Fundamental & Technical Valuation Frameworks
- Equity Valuation (DCF, comparables, precedent transactions)
- Financial Modeling (three-statement model building, forecasting, scenario modeling)
- Pitchbook Preparation & IB Presentation Standards
- Quantitative Finance (portfolio optimization, risk modeling, Monte Carlo simulation basics)
- Time-Series Forecasting & Algorithmic Trading Basics
- Integration of Python with Excel & VBA for Financial Modeling
- Application of Quantitative Frameworks in Real-World Case Studies
- Market Research & Analytics - GenAI Focused (primary and secondary research, competitive analysis, TAM/SAM/SOM sizing)
Phase 2: Company Allocation for Project Work:
- Company allocation to students to work on real-time business challenges under mentor supervision
- Conduct detailed valuation analysis and prepare financial models for live companies/startups
- Build comprehensive industry research reports and investment memos
- Perform quantitative risk and return analysis on real financial datasets
- Present your findings and recommendations to the Caplexus Capital mentor panel
Project Outcomes & Deliverables:
By the end of the project, you will walk away with:
- Live Project Work Experience Certificate from Caplexus Capital
- Verified CV Points to boost your finance and strategy profile
- Industry-grade Financial Models & Equity Research Reports (Portfolio-ready outputs you can showcase)
- Quantitative Finance dashboards & analysis reports
- Letter of Recommendation (based on performance)
- Job Referral Opportunities at firms like JP Morgan, Nomura, Deloitte, EY, PwC, etc.
- Dedicated Resume-Building Support: Expert guidance to build an ATS-friendly resume, plus CV templates and placement prep support (HR prep, technical rounds, guesstimates, case studies, etc.)